Statera Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. George, UT.
Assets Under Management
$185M
Employees
8
Offices
--
Total Clients
230
Primary office
ST. GEORGE, UT
912 W. 1600 S., ST. B201, ST. GEORGE, UT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
177
2
HNWI
23.0%
53
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$185Mas of March 17, 2026
Discretionary100.0%
$185M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$185M
Total Accounts672
10Y AUM Change+$185M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee29:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.